John Greene
John Greene is a registered investment advisor at Ameriprise Financial Services, LLC, based in Carson, CA, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
633 E University Dr, Ste A, Carson, CA, 90746-1973
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is employed by California Credit Union since 2021. This takes about a quarter of his time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
LPL Financial LLC
LPL Financial LLCBroker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Wescom Financial Services, LLC
Wescom Financial ServicesBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
First Brokerage America, L.L.C.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Duerr Financial CorporationBroker
Fiserv Investor Services, INC.Broker
Cal Fed InvestmentsBroker
Glenfed Brokerage ServicesBroker
Fimco Securities Group, INC.Broker
Gna Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.